Revenue
2019
2020
2021
2022
2023
2024
2025
2026
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.99B | $1.17B | $711.6M | −$67.6M | $1.37B | $787.7M | $446.6M | $256.3M |
| Operating expenses | $3.02B | $1.44B | $539.9M | $172.1M | $913.2M | $459.5M | $294.7M | $189.8M |
| Operating income | −$1.02B | −$266.8M | $171.8M | −$497,000 | $452.4M | $328.2M | $151.9M | $66.4M |
| Operating margin | −51.33% | −22.71% | 24.14% | — | 33.13% | 41.66% | 34.02% | 25.92% |
| EBITDA | −$977.6M | −$221.3M | $219.4M | $10.2M | $479.3M | $333.7M | $159.0M | $74.3M |
| EBITDA margin | −49.04% | −18.84% | 30.82% | — | 35.10% | 42.36% | 35.61% | 29.00% |
| Net income | −$535.8M | −$179.6M | $58.1M | −$18.4M | $193.9M | $62.6M | $0 | $0 |
| Net profit margin | −26.88% | −15.28% | 8.16% | — | 14.20% | 7.95% | 0.00% | 0.00% |
| Basic EPSper basic share | -$6.78 | -$2.52 | $0.91 | -$0.30 | $3.89 | $2.11 | — | — |
| Diluted EPSper diluted share | -$6.78 | -$2.52 | $0.91 | -$0.30 | $3.84 | $2.06 | — | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 14.54%11.97M shares |
MILLENNIUM MANAGEMENT LLC | 6.82%5.62M shares |
WELLINGTON MANAGEMENT GROUP LLP | 6.30%5.19M shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 6.28%5.17M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.68%4.67M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.31%3.55M shares |
STATE STREET CORP | 3.79%3.12M shares |
Capital World Investors | 3.07%2.52M shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.45%2.02M shares |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.34%1.93M shares |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2.10%1.73M shares |
JPMORGAN CHASE & CO | 1.85%1.52M shares |
GOLDMAN SACHS GROUP INC | 1.73%1.43M shares |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.69%1.39M shares |
SAMLYN CAPITAL, LLC | 1.54%1.27M shares |
Capital Research Global Investors | 1.50%1.23M shares |
Balyasny Asset Management L.P. | 1.35%1.11M shares |
MORGAN STANLEY | 1.32%1.08M shares |
Junto Capital Management LP | 1.31%1.08M shares |
Point72 Asset Management, L.P. | 1.22%1M shares |
Percentages use 82.34M shares of this listed class outstanding on Jun 30, 2026.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 11, 2026Form 4 | McCabe Michael IHead of Strategy | BuyClass A Common Stock | 23.1K | $42.44 | $980.9K | 433.2K |
| Jun 11, 2026Form 4 | McCabe Michael IHead of Strategy | BuyClass A Common Stock | 96.9K | $41.71 | $4.04M | 410.1K |
| Jun 3, 2026Form 4 · 10b5-1 | Fernandez Jose ACo-Chief Operating Officer | SellClass A Common Stock · indirect | 2.3K | $42.64 | $97.6K | 0 |
| Jun 2, 2026Form 4 · 10b5-1 | Fernandez Jose ACo-Chief Operating Officer | SellClass A Common Stock · indirect | 14.8K | $47.33 | $700.5K | 2.3K |
| Jun 2, 2026Form 4 · 10b5-1 | Fernandez Jose ACo-Chief Operating Officer | SellClass A Common Stock · indirect | 85.2K | $46.41 | $3.95M | 17.1K |